WERE YOU NAMED EXECUTOR OF A WILL OR TRUSTEE OF A TRUST? WHERE DO YOU BEGIN?
Our team is ready to serve clients by working closely with the family and being involved with the administration tasks to alleviate the burden on the family.
WHAT IS PROBATE?
WHAT IS INTESTACY?
HOW LONG WILL THE ADMINISTRATION TAKE?
DUTIES OF EXECUTOR/TRUSTEE
The following is a general listing of your duties as executor or trustee:
Notify all interested parties; prepare and file annual status reports; maintain accurate records of assets, income, debts and expenses; locate and value the assets; pay expenses, taxes (including property, income, inheritance and/or estate taxes) and debts; prepare and file the Pennsylvania inheritance tax return and/or federal estate tax return; liquidate assets for distribution.